Profit Sharing · DOL Form 5500 · 2024
Lou Grasso Associates Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $790,722
- Avg per participant High balance/head
Official DOL plan name: Lou Grasso Associates P/S Plan · Sponsored by Lou Grasso Associates · New York · Professional & Technical Services
$3M in assets, 4 participants
Lou Grasso Associates's Lou Grasso Associates P/S Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,325 in Professional & Technical Services (20,173 peers)
Lou Grasso Associates multi-year trail
Lou Grasso Associates's plans moved +56.2% in assets from 2022 to 2024; this filing shows Lou Grasso Associates P/S Plan at $3M / 4 participants.
- #6,325
- in Professional & Technical Services (20,173 peers)
- +19.2%
- assets growth YoY
Lou Grasso Associates P/S Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lou Grasso Associates P/S Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,162,886 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lou Grasso Associates P/S Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lou Grasso Associates P/S Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lou Grasso Associates P/S Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Lou Grasso Associates P/S Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Lou Grasso Associates P/S Plan reported net income fell from $628K in the plan year 2023 filing to $511K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133004624 · Lou Grasso Associates PY 2024 · Profit Sharing
Lou Grasso Associates P/S Plan · $3M · 4 · 35th
- BOY $3M
- BOY 4
- BOY 35th
- BOY Profit Sharing
- BOY near Sheboygan Senior Community Retirement Savings Plan
- BOY ind #6325
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →
Lou Grasso Associates P/S Plan in the asset neighbourhood
Lou Grasso Associates multi-year asset trail
Sponsor-wide plan assets over time
All Lou Grasso Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 56.208486333116845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 4 | $3M |
Lou Grasso Associates filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $511K |
| Employer EIN | 133004624 |
| Plan Effective Date | 1979-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Lou Grasso Associates P/S Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Sheboygan Senior Community Retirement Savings Plan in WI ($3M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.